Our Core Values and
Guiding Principles

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

12 Core Values and Guiding Principles

  • We do important work. It is necessary and good. Our work is the mark we leave on the world.
  • We put our clients’ interests ahead of our own.
  • Like a family, our clients trust us, and we trust our clients.
  • We commit to improvement—in our knowledge, in our capabilities, in our clients’ well-being, and in the way we conduct business.
  • We are optimists! We can do it! Our clients invest in this spirit.
  • We have only one standard—our very best. With every meeting, every interaction, every decision, we give it our all or we don’t do it at all.
  • We are prepared, on time, and excellent. We do what we say we are going to do. We can only volunteer ourselves.
  • Communicating with our clients is the most important way we can use our time.
  • We are 100% confident that everyone on our team can provide any person we meet with an AIWM experience that is second-to-none.
  • We act with dignity and courtesy to clients, team members, and all of our business partners.
  • Our financial stewardship enables us to serve our clients.
  • We operate with a spirit of gratitude.

Our advisors and client care team members have earned a broad array of securities industry licenses and financial planning designations and complete rigorous ongoing education requirements to stay at the top of our industry.

Our History

Clients have counted on A&I Financial Services to navigate financial decisions for over 30 years.  We are a second-generation, Colorado-owned and operated firm.  As an independent firm, we are free to select the financial partners, products and service providers that will best position our clients for success.

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Our Community

Our team members volunteer for a number of organizations and serve as a resource for a variety of news outlets. 

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